If you are doing any sort of customer support, sales, or marketing, you know email is a vast treasure trove of customer data. However, getting data from your email into your CRM can be a cumbersome experience, whether you have to install an expensive, clunky browser extension or manually copy/paste data from your email client into your CRM.
But this is now a thing of the past with AI and automation. In this tutorial, we’ll show you how you can automate this entire process using AI and Zapier. We’ll take an unstructured email from our inbox, pass it through one AI step, and store it directly into a table for future action, reporting, or other automation processes.
You’ll need:
- Zapier paid plan
- OpenAI API
- Google Sheets (or a CRM of your choice)
- Email account
Steps:
- Step 1: Connect your email account to Zapier
- Step 2: Generate an OpenAI key
- Step 3: Extract structured data from your email with OpenAI
- Step 4: Send the structured data to your CRM